AmeriFlex Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

AmeriFlex Group’s Portfolio LMBS Stock Details LMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.33K	Buy	127 +56	+79%	+$2.81K	﹤0.01%	799
2025 Q4	$3.55K	Sell	71 -71	-50%	-$3.55K	﹤0.01%	909
2025 Q3	$7.07K	Buy	142 +39	+38%	+$1.93K	﹤0.01%	853
2025 Q2	$5.08K	Hold	103	–	–	﹤0.01%	828
2025 Q1	$5.06K	Hold	103	–	–	﹤0.01%	985
2024 Q4	$5.02K	Buy	+103	New	+$5.03K	﹤0.01%	914

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AmeriFlex Group's LMBS Position: Q1 2026 in Review

AmeriFlex Group increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 79% in Q1 2026, buying an estimated $2.81K and bringing the position to 127 shares worth $6.33K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

AmeriFlex Group first reported a position in LMBS in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.07K in Q3 2025. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

AmeriFlex Group held 127 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $6.33K as of Q1 2026.
AmeriFlex Group bought 56 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $2.81K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of AmeriFlex Group's portfolio in Q1 2026, its #799 holding.
AmeriFlex Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $7.07K in Q3 2025.
440 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.